Mutual Funds

Atlantic Financial is not tied to any one fund company.
This enables us to provide something that many brokerage firms, banks and fund companies cannot: Objectivity.

We help investors select monitor and evaluate mutual funds. Atlantic Financial can provide selection advice, analysis, tools and financial planning for over 18,000 mutual funds including: Fidelity, Putnam, Janus, MFS, Dreyfus, Vanguard and many more.

Since our compensation comes from mutual fund companies, there is no extra charge for you to receive advice from Atlantic Financial. Alternatively, clients can use our fee based program and pay an annual fee for portfolio management.

We Can Help You Evaluate and Select Mutual Funds

Financial Plan - Provide us with information about your financial situation or copies of your statements. We will make detailed recommendations to you about your portfolio.

Broker of Record - consolidate your mutual fund holdings on one statement

Consulting and Custody Service - for investors who invest in mutual funds or are considering doing so

Wrap Account Program - load waived and no-load mutual funds with professional advice

Managed Accounts - asset management system

Fund Companies
- we offer our clients over 18,000 mutual funds

Atlantic Financial is able to offer a wide variety of funds.
We only recommend what is best for our clients. If you need help selecting a fund that meets your needs, we would be happy to assist you.

For more information or to have us answer any questions you may have, please email Atlantic Financial,
or contact us

Fidelity Investments Fidelity Advisor Mutual Funds Understanding the Basics Atlantic Financial

Available Funds | Research Mutual Funds | Why Use an Investment Advisor?

Mutual Funds Available to Clients of Atlantic Financial Through Mutual Fund Center
Through various brokers, Atlantic Financial can carry out transactions, offer advice or service existing accounts for any of the mutual funds listed below ( over 18,000 mutual funds available ).
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z #

A ABN AMRO Funds Absolute Funds Acadian Asset Management Mutual Funds Accessor Funds Adams Assets Funds Adams Harkness Funds Adelante Funds Advantage Funds Advisor One Funds AFBA 5Star Funds AHA Funds AIM Family of Funds AIP Funds Al Frank Funds Alger Funds Alger Institutional Funds Allegiant Funds Alliance Capital Advisor Funds Alliance Capital Funds Alliance Capital Institutional Funds Alpha Hedge Fund Alpine Funds Amana Funds American Beacon Funds American Century Funds American CL F Funds American CL R Funds American Funds American Growth Fund American Pension Investors Trust American Trust Funds AmeriPrime Funds Ameristock Funds AMIDEX35 Funds Analytic Funds appleton Funds Aquila Group Arbitrage Funds Ariel Funds Arrow Funds Artisan Funds Asset Management Funds Asset Mark Funds Aston Asset Management Funds Atlantic Whitehall Funds Atlas Funds Austin Global Funds Auxier Funds AXA Enterprise Funds Azzad Funds B Baird Mutual Funds Baron Asset Funds Barrett Funds BB&T Funds BBH Funds Becker Funds Berkshire Funds Berwyn Funds Biltmore Funds Biondo Funds Bjurman Funds BlackRock Funds Blue Funds BNY Hamilton Funds Bogle Funds Boston Balanced Funds Boston Partners Funds Boyar Funds Brandes Funds Brandywine Funds Brazos Funds Bridgeway Funds Brown Capital Management Funds Brown IA Funds Buffalo Funds Burnham Funds C Calamos Funds Caldwell & Orkin Funds California Investment Trust Funds Calvert Funds Cambiar Funds Capital Advisors Funds Capstone Funds Catholic Equity Fund Causeway Capital Funds Century Funds Champlain Funds Chase Growth Fund Church Capital Funds Citizens Funds Claymore Funds Clearwater Funds Clipper Fund CM Advisers Funds CNI Charter Funds Cohen & Steers Funds Colorado Funds Columbia Funds Comerica Funds Commerce Capital Funds Commerce Funds Commonwealth Funds Concorde Funds Conegstoga Funds Constellation Funds Core Funds CRA Funds Crawford Funds Credit Suisse Funds CRM Funds Cullen Funds Cutler Funds D Davis Funds Delafield Funds Delaware Funds (Part 1) Delaware Funds (Part 2) Diamond Hill Funds Dimensional Funds Direxion Funds Dodge & Cox Funds Domini Funds Dreman Funds Dreyfus Funds Driehaus Capital Management Duncan Hurst Funds Dupree Funds DWS Funds E ETrade Funds E.I.I. Realty Eastern Point Funds Eaton Vance Funds Edgewood Funds Everest Funds Evergreen Funds Excelsior Funds F Fairholme Funds FAM Funds FBR Funds Federated Funds Federated Institutional Funds Federated Offshore Funds FEMMX Financial Funds FFTW Funds Fidelity Advisor Funds Fidelity Funds Fifth Third Funds Financial Square Funds First American Funds First Eagle SoGen Funds Firsthand Funds Flex-Funds FMA Funds FMI Funds Forester Funds Fort Pitt Funds Forum Funds Forward Funds Fountainhead Funds FPA Funds Frank Russell Funds Franklin Funds Frontegra Funds FTI Funds FundX Upgrader Funds G Gabelli Westwood Funds Galaxy Funds Gardner Lewis Chesapeake Funds Gartmore Funds Gateway Funds GE Funds Geronimo Funds GJMB Funds GKM Funds Glenmede Funds GMO Trust Funds Goldman Sachs Funds Granum Funds Green Century Funds Greenspring Fund Guidestone Funds Guinness Atkinson Funds H Hallmark Funds Hancock Horizon Funds Harbor Funds Harding Loevner Funds Harris Insight Funds Hartford Funds Haverford Funds Heartland Funds Henderson Funds Hennessy Funds Henssler Funds Heritage Funds High Pointe Funds Highland Funds HighMark Funds Hillman Funds Hodges Funds Hotchkis & Wiley Funds Huntington Funds Hussman Funds I ICM Funds ICON Funds IDEX Funds Illington Funds IMS Funds Industry Leaders Funds ING Funds Integrity Funds Intrepid Funds Iron Market Funds Ironwood Funds ISI Funds Ivy Funds IXIS Asset Management Funds J JP Morgan Funds (Part 1) JP Morgan Funds (Part 2) JP Morgan Funds (Part 3) JP Morgan Funds (Part 4) Jacob Internet Fund James Advantage Funds Janus Advisor Funds Janus Aspen Funds Janus Funds Japan Fund Japan Smaller Companies Fund Jennison Dryden Funds (Part 1) Jennison Dryden Funds (Part 2) Jennison Dryden Funds (Part 3) Jennison Dryden Funds (Part 4) Jensen Fund John Hancock Funds (Part 1) John Hancock Funds (Part 2) John Hancock Funds (Part 3) Johnson Funds Jordan Funds Julius Baer Funds K Kalmar Pooled Investment Trust Keeley Funds Kelmoore Funds Kensington Funds Keystone Funds Kinetics Funds Kopp Funds L Laudus Rosenberg Funds Lazard Funds LEADER Mutual Funds Legg Mason Funds (Part 1) Legg Mason Funds (Part 2) Legg Mason Funds (Part 3) Legg Mason Funds (Part 4) Leuthold Funds LKCM Funds Longleaf Partners Funds Loomis Sayles Funds Lord Abbett Funds (Part 1) Lord Abbett Funds (Part 2) Lou Holland Funds LSV Funds	M MainStay Funds (Part 1) MainStay Funds (Part 2) Mairs & Powers Funds Managers Funds Manning & Napier Funds Marathon Funds Marketocracy Funds Markman MultiFunds Marshall Funds Marsico Funds MassMutual Funds Masters' Select Funds Mastrapasqua Funds Matrix Advisors Funds Matthew 25 Fund Matthews Asian Funds McKee Funds McMorgan Funds Mellon Funds Merger Fund Meridian Funds Merk Funds Metropolitan West Funds Metzler Payden Funds MFS Funds (Part 1) MFS Funds (Part 2) MFS Funds (Part 3) MFS Funds (Part 4) Midanek Funds Midas Funds MMA Praxis Funds Monetta Funds Morgan Stanley Institutional Funds (Part 1) Morgan Stanley Institutional Funds (Part 2) Morgan Stanley Institutional Funds (Part 3) Mosaic Funds MTB Funds Muhlenkamp Fund Munder Funds Mutuals.com Funds N Navellier Funds Needham Funds Nestegg Funds Neuberger Berman Funds New Alternatives Funds New Century Funds New River New York Equity Fund Nicholas Applegate Funds Nicholas Funds North Track Funds Northeast Investors Funds Northern Funds Northern Lights Funds Numberic Funds Nuveen Funds (Part 1) Nuveen Funds (Part 2) O Oak Associates Funds Oak Value Funds Oakmark Funds Oberweis Funds Ocean State Tax Exempt Fund OCM Funds Old Mutual Funds Olstein Funds Oppenheimer Funds (Part 1) Oppenheimer Funds (Part 2) Oppenheimer Funds (Part 3) Oriental Financial Osterweis Funds P Pacific Advisors Funds Pacific Capital Funds Pacific Life Funds Paradigm Funds Parnassus Funds Pax World Funds PaydenFunds Perimeter Funds Perkins Funds Permanent Portfolio Fund Perritt Funds Phoenix Funds (Part 1) Phoenix Funds (Part 2) PIA Funds Piedmont Funds PIMCO Advisors Funds (Part 1) PIMCO Advisors Funds (Part 2) PIMCO Advisors Funds (Part 3) PIMCO Funds (Part 1) PIMCO Funds (Part 2) Pioneer Investments (Part 1) Pioneer Investments (Part 2) Pioneer Investments (Part 3) PMFM Investment Trust Funds Polaris Global Funds Popular Funds Presidio Funds PrimeCap Odyssey Funds Principal Funds Professionally Managed Portfolios Profit Funds ProFunds (Part 1) ProFunds (Part 2) Provident Investment Counsel Prudent Bear Funds Putnam Funds (Part 1) Putnam Funds (Part 2) Putnam Funds (Part 3) Putnam Funds (Part 4) Q QCM Funds Quaker Funds Quant Funds Queens Road Funds R Rainier Investment Funds Ralph Parks Funds Reich & Tang Group Renaissance Funds Reserve Funds Reynolds Funds Rice Hall James Funds Riversource Funds (Part 1) Riversource Funds (Part 2) Rochdale Investment Trust Rock Canyon Funds Rockland Small Cap Growth Fund Roxbury Funds Royce Funds RS Investments Rydex Funds (Part 1) Rydex Funds (Part 2) Rydex Funds (Part 3) Rydex Funds (Part 4) S Sanford Bernstein Funds Santa Barbara Group Saratoga Advantage Trust Satuit Capital Funds Schroder Funds Schwab Funds Schwartz Funds Security Funds SEI Funds Selected Funds Seligman Group (Part 1) Seligman Group (Part 2) Seligman Group (Part 3) Sentinel Funds Sextant Funds Shepherd Funds SIT Group Skyline Funds Sound Mind Funds Sound Shore Funds Sparrow Funds Sparx Funds SSgA Funds Stephens Funds Sterling Partners Funds Steward Funds STI Classic Funds (Part 1) STI Classic Funds (Part 2) Stock Dividend Fund Stockcar Funds Stonebridge Funds Stoneridge Funds Stratton Funds Summit Funds SunAmerica Funds (Part 1) SunAmerica Funds (Part 2) Sycuan Funds Synovus Funds T T. Rowe Price Funds (Part 1) T. Rowe Price Funds (Part 2) Tamarack Funds TCM Funds TCW Galileo Funds Texas Capital Funds TFS Capital Investments Third Avenue Funds Thomas White Funds Thompson Plumb Funds Thornburg Funds TIAA-CREF Funds Tilson Funds Timothy Plan Funds Tocqueville Trust Torray Funds Touchstone Family of Funds TransAmerica Premier Funds Trendstar Funds Turnaround Funds Turner Funds Tweedy Browne Funds U U.S. Global Investors UBS Funds UMB Scout Funds Utopia Funds V Value Line Mutual Funds Van Eck Global Funds Van Kampen Funds (Part 1) Van Kampen Funds (Part 2) Van Wagoner Funds Vanguard Group (Part 1) Vanguard Group (Part 2) Veracity Funds Victory Funds Villere Funds Vintage Funds W W & R Funds Wasatch Funds Weiss Funds Weitz Funds Wells Fargo Funds (Part 1) Wells Fargo Funds (Part 2) Wells Fargo Funds (Part 3) Wells Fargo Funds (Part 4) Wells Fargo Funds (Part 5) Wells Fargo Stable Value Wells Real Estate Funds Westcore Funds Western Asset Funds Westport Funds WH Reaves Funds WHG Funds William Blair Funds Williamsburg Funds Wilmington Funds Wilshire Target Funds Winslow Fund Wintergreen Funds Wireless Fund Wisdom Fund WM Funds (Part 1) WM Funds (Part 2) World Funds Wright Funds X (None) Y Yacktman Fund Yield Quest Funds Z (None) # 1st Source Funds

PDF Documents

mutual-funds/buying_and_selling_mutual_fund_shares.pdf

mutual-funds/investor_education_systematic_investing.pdf

mutual-funds/understanding_mutual_funds.pdf

Fidelity Investments PDF Documents

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Mutual Funds

We Can Help You Evaluate and Select Mutual Funds

Mutual Funds Available to Clients of Atlantic Financial